Jake Mcgregor Email and Phone Number

- Learned about the investment process with equity and fixed income Portfolio Managers. Developed an understanding of investment strategies, risk management and performance analysis.- Analyzed the macroeconomic environment and its impact on various sectors including Financials, Info Tech, Health Care, Consumer Discretionary and Consumer Staples.- Utilized Bloomberg for comprehensive data gathering and market analysis.- Developed a discounted cash flow valuation tool in excel to assess the intrinsic value of potential investments.- Completed a SWOT analysis of a Financial Services firm to help the corresponding Portfolio Manager make an educated investment decision. The analysis was based off of second quarter financial results, discounted cash flow valuation, P/E multiples in comparison to peer and sector historical averages, geographic location and expansion, and analyst recommendations.

Worked directly with a Senior FP&A Analyst along with several C-Suite Executives- Completed statistical analysis of client profitability using various statistical analysis tools including bell curve analysis.- Created revenue forecast using multiple regression techniques and forecasting equations including linear regression and sine curves.- Developed problem solving and data analysis skills from analysing large data sets and using the data analysis skills I mentioned above to help the company answer various cash flow and profitability questions.

Completed ad hoc activities for a team of advisors with 1.5B in AUM.- Worked with ultra high net worth clients- Communicated with various money managers including Blackrock and Capital Group- Developed interpersonal skills- Utilized Morningstar for client research and planning

Took up to 50 calls a day as a call center advocate for First Financial BankImproved various skills including:- Customer Service- Communication- Problem Solving

Worked with a team of counselors to create a fun environment for the kids at our summer camp. Expanded communication, teamwork and leadership skills while working.